Alpha Financial Management Limited
aka Smart Pet Cover, Proper Pensions, Alpha Financial Management Limited
About
Skip to content Helping you guide, understand, and get the maximum growth from your pension Investment strategies to make your money go further Delivering practical ways that allow you to retire sooner Protecting your finances for full peace of mind Free Consultation Ask a Question PENSIONS The sooner you think about it and start preparing, the better off you will be SAVINGS & INVESTMENTS The s...
Source: afm.org.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 214376
- Status
- Authorised
- Date Authorised
- 14 November 2002
- Years Authorised
- 23 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04405679
- Company Status
- Active
- Incorporation Date
- 27 March 2002
- Directors
- 1
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (7)
Stephen Lee
ApprovedCertifiedMatthew Clements
CertifiedMichael James Hughes
No longer requiredAnthony Gerard White
No longer requiredKatherine Margaret Richards
No longer requiredLaurence Edward Soffe
No longer requiredDavid John Hughes
No longer required
Google Reviews
2 reviews on Google
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Quick Facts
- Liverpool, North West
- 23 years FCA-authorised
- 8 registered individuals
- 4 specialisms
- 16 FCA permissions
- CH 04405679
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.